Family Management’s NextEra Energy NEE Stock Holding History

Family Management’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-34,939	Closed	-$3.25M	–	343
2026 Q1	$3.25M	Buy	+34,939	New	+$3.11M	0.39%	62
2023 Q3	–	Sell	-3,874	Closed	-$287K	–	170
2023 Q2	$287K	Sell	3,874 -267	-6%	-$20.2K	0.06%	112
2023 Q1	$319K	Sell	4,141 -660	-14%	-$50.8K	0.07%	91
2022 Q4	$401K	Buy	4,801 +5	+0.1%	+$404	0.1%	95
2022 Q3	$376K	Hold	4,796	–	–	0.1%	95
2022 Q2	$371K	Sell	4,796 -3,424	-42%	-$261K	0.1%	101
2022 Q1	$696K	Buy	8,220 +64	+0.8%	+$5.13K	0.19%	81
2021 Q4	$761K	Sell	8,156 -100	-1%	-$8.64K	0.2%	84
2021 Q3	$648K	Buy	8,256 +3	+0%	+$242	0.18%	89
2021 Q2	$605K	Buy	8,253 +3,389	+70%	+$254K	0.16%	99
2021 Q1	$368K	Buy	4,864 +602	+14%	+$47K	0.12%	110
2020 Q4	$329K	Buy	+4,262	New	+$319K	0.11%	112

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Family Management's NEE Position: Q2 2026 in Review

Family Management sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 34,939 shares — an estimated $3.25M sold.

Family Management first reported a position in NEE in Q4 2020 and held it in 12 quarters. The position peaked at $3.25M in Q1 2026. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Family Management reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Family Management sold 34,939 NextEra Energy shares in Q2 2026, an estimated $3.25M.
Family Management first reported a position in NextEra Energy in Q4 2020 and held it in 12 quarters.
Family Management's NextEra Energy position peaked at $3.25M in Q1 2026.
3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.